Method Community

I have two tables, A and B, with a dropdown field in B that links to the automatically generated RecordID in A. I want to write to B and link it to A at the same time. Through the API, my program flow works like this: Take a variable passed in as an argument, and look that up in A, using methodAPISelect_XMLV2. 1) If I have a record ID, then I ...

When creating a table related to a dropdown field, I'm given the option of initialising the table by adding any records I can think of. Once the table is created, I can no longer add records this way. My solution has been to design a related screen for the sole purpose of adding records - an "Add/Edit Shipping Method" popup screen, ...

Hello, I am trying to create a report that shows every active customer and for each of those customers, shows the next service date and type and their last service date and type. What I want looks like: Customer          Last ...

Need: Ability to capture extra data with an invoice from a grid. Similar to what is done in a standard invoice with the InvoiceLineItems grid in which the invoice screen uses the invoice table but also inserts records into the InvoiceLine table and creates a relationship between the records in the two tables so that when the invoice is ...

Unfortunately, we cannot increase the maximum limit of 100 records in a call. Here is what you can do : - Carefully apply criteria to only pull just the records he needs, nothing more. https://developer.method.me/#section/Filter-Reference - Use paging to pull the next set of 100 records. ...

Apologies for the late reply! There are many ways mail merging can be used, depending on the tables you're drawing upon.  Depending on which screen you are sending the template from, will determine which table to pull the merged fields from.  In your case the table is Estimate. So you'll want to pull a field from the Estimate ...

Hi milos, It looks like you're using Method for QuickBooks Online. In this case, I don't believe that the JobType table is currently in-use. If you're planning on building a custom workflow, I'd recommend that you instead create your own custom table for this. It's always a possibility that Intuit will implement this table in ...

Hi Jon, Yes, it's while requesting data from Method. It appears there is some new limit on how many fields I can retrieve for this table (one out of six tables -- I'm not sure why this is the only one with this problem). Yesterday I was able to finally synch Method with our server by creating a duplicate table and dividing the fields up ...

Hi, I have followed these directions to allow customers to submit orders through their portal, but still receive a "Customer field required" error message although the field is auto-populated.  I did look in the customer and entity tables, but was not able to de-select the "required" box for customer.  Could ...

Hi Alex, Yes, this is the forum for Method New (M:N), welcome! If you would like to obtain access to M:N, please contact your account manager to discuss. Keep in mind that not all features available in Method Classic (M:C) are available in M:N just yet. We do have a migration plan for converting customization from M:C to M:N, but this will take ...